Stock Analysis

Bosch gains on strong Q1 show as brokerages upgrade earnings estimates

Brokerages have raised Bosch's FY27 earnings estimates by 3-11 per cent after a strong June quarter, while the stock has rallied 17.7 per cent over the past month

Jefferies, Nomura: Brokerages on Sashi Jagdishan's decision to exit HDFC Bank

"Jagdishan's decision is incrementally positive as it removes one binary uncertainty," analysts at Nomura said in a note post the development.

Leadership uncertainty to weigh on HDFC Bank stock in the near term

Improving NIMs, which hit record low in Q1, a key medium-term trigger

Balkrishna Industries set to maintain growth edge over tyre industry peers

Strong volume growth in Europe and India is expected to support Balkrishna Industries, while calibrated price increases could help margins recover gradually

Multiple challenges ahead for Varun Beverages as it eyes alcobev market

The move opens a larger addressable market but analysts see state-level regulatory complexity, limited distribution synergies and weak near-term earnings contribution

Dabur lacks major triggers though valuation comfort limits downside risk

FMCG major targets double-digit revenue growth and gradual margin expansion in FY27, but commodity inflation, monsoon risks and uneven demand recovery remain concerns

HZL, Jindal Stainless: What makes them losers in top-performing metal pack?

According to data from ACE Equity, Nifty Metal has risen 19.74 per cent on a year-to-date (Y-T-D) basis and outpaced sectors like pharma, healthcare and media.

OHL merger earnings accretive, expands IHCL's presence in South India

The all-stock merger will add seven hotels with 825 keys to IHCL's portfolio, simplify the group structure and strengthen its presence across South India

TCS reverses early gains, down 1%: What deal with Porsche means for company

Brokerages JM Financial and Emkay Global maintained their 'ADD' ratings on TCS stock following the strategic deal announcement with Porsche.

Page Industries gains hinge on volume growth as margin pressures persist

Page Industries has retained its double-digit volume growth guidance for FY27, but elevated raw material costs and premium valuations could limit near-term gains

New businesses, premiumisation to drive revenue growth at CG Consumer

Crompton targets 13-14% annual revenue growth over FY26-29 and aims to double revenue by FY31, aided by premiumisation, new categories and expansion of adjacencies

MCX share price up 102% in a year; can the rally sustain? Analysts weigh

Analysts attributed the rise in MCX shares to its leadership position in the commodity segment. Notably, MCX has maintained over 98 per cent market share by value in commodity derivatives.

New launches, innovative portfolio set to drive gains for GSK Pharma stock

Brokerages expect strong near-term growth on traction in innovative products and new launches, though some see limited upside after the stock's recent outperformance

Growth, margin recovery ahead for Jubilant FoodWorks as demand improves

Improving Domino's India demand, strong growth at Popeyes and better execution are expected to support revenue growth and margin recovery in the September quarter

Volume growth, margin recovery to support gains for Ashok Leyland

Ashok Leyland expects robust volume growth in the near term and margin recovery from Q3FY27, aided by price hikes, cost controls, replacement demand and market-share gains

Behari Lal Engineering IPO debut in focus: GMP hints at 40% listing pop

Behari Lal Engineering IPO shares are set to list on Dalal Street on Wednesday, August 19. The offer opened for bidding on August 12 and closed on August 14.

Rising raw material costs may weigh on Pidilite's near-term margins

Strong revenue growth and lower fixed-cost inflation aided the June quarter, but higher VAM prices are expected to push operating margins towards the guided 20-24 per cent range

Maruti Suzuki best placed to gain from alternative-fuel shift: Analysts

Analysts said that Maruti Suzuki is structurally best placed to benefit from the alternative-fuel shift, given it has a much larger market share in CNG compared with EVs.

Brokerages bullish on Apollo Hospitals, Max Healthcare post good Q1

Profits exceeded estimates; growth outlook healthy

Margin worries weigh on logistics major Delhivery's strong growth outlook

Though margins were hit in Q1, the company expects its key segments of express parcel and part-truckload, or PTL, to post margins in the 16-18 per cent range over the next two years.